Purchases and Sales Made in Q2 2024 in First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15KNew |
$560K - $585K
|
15K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 910.13% |
$481K - $503K
|
14.3K
$585K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$296K - $309K
|
7.9K
$324K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.9KNew |
$258K - $270K
|
6.9K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 35.33% |
$75.4K - $78.8K
|
7.72K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 10.49% |
$48.3K - $50.5K
|
13.6K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16KNew |
$43.5K - $45.4K
|
1.16K
$47.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
942New |
$35.3K - $36.9K
|
942
$38.6K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
512+ 0.67% |
$19.2K - $20K
|
76.5K
$3.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
237+ 2.74% |
$8.87K - $9.27K
|
8.88K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-91- 1.06% |
$3.41K - $3.56K
|
8.52K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 1.99% |
$4.49K - $4.69K
|
5.9K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-213- 20.86% |
$7.97K - $8.33K
|
808
$33.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 6.79% |
$9.36K - $9.78K
|
3.43K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 10.01% |
$12.6K - $13.2K
|
3.03K
$124K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-426- 58.44% |
$15.9K - $16.7K
|
303
$12.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 1.63% |
$17.3K - $18.1K
|
27.8K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-505- 1.67% |
$18.9K - $19.8K
|
29.6K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-675- 5.27% |
$25.3K - $26.4K
|
12.1K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-800- 1.47% |
$30K - $31.3K
|
53.7K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1K- 7.62% |
$37.4K - $39.1K
|
12.1K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 3.01% |
$38.3K - $40K
|
33K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 17.57% |
$44.9K - $46.9K
|
5.63K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 5.12% |
$49.8K - $52K
|
24.7K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.35K- 22.78% |
$50.5K - $52.8K
|
4.58K
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.13% |
$66K - $68.9K
|
40.9K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.95K- 16.1% |
$73K - $76.3K
|
10.2K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.16K- 12.53% |
$80.7K - $84.3K
|
15.1K
$617K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.38K- 11.62% |
$89.1K - $93.1K
|
18.1K
$742K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.73K- 1.98% |
$102K - $107K
|
135K
$5.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.83K- 8.88% |
$106K - $111K
|
29.1K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.44K- 13.78% |
$166K - $174K
|
27.8K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.64K- 4.98% |
$174K - $182K
|
88.6K
$3.63M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.66K- 8.01% |
$174K - $182K
|
53.4K
$2.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6K- 38.62% |
$225K - $235K
|
9.54K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.38K- 20.16% |
$239K - $249K
|
25.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.41K- 41.74% |
$240K - $251K
|
8.94K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.02K- 58.15% |
$263K - $275K
|
5.05K
$207K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.42K- 9.82% |
$315K - $329K
|
77.3K
$3.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-11.9K- 50.54% |
$445K - $465K
|
11.6K
$477K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 18.28% |
$461K - $482K
|
55K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.9K- 41.55% |
$483K - $505K
|
18.2K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 22.43% |
$571K - $597K
|
52.8K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 62.57% |
$606K - $634K
|
9.69K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 20.32% |
$1.32M - $1.38M
|
138K
$5.67M
|